Overview
As teams and priorities evolve, KPI details may need updates to stay accurate and relevant.
Editing a KPI lets you adjust measurement settings, cadence, ownership, or visibility — all without losing historical data or trend information.
Only users with edit access — such as KPI Owners, Co-Owners, Team Managers, and Team Admins — can modify KPI details.
Accessing Edit Mode
A KPI can be edited directly from the KPI Detail Page (side panel).
Open the KPI by selecting its name from:
1.1. Objectives Landing Page
1.2. Teams Page
Click the Edit (pencil) icon in the upper right corner of the panel.
3. The KPI details become editable inline, allowing you to make changes directly within the side panel.
4. To ensure all recent changes are applied, click Done editing before closing the panel.
Editable Fields
When in edit mode, the following fields can be updated:
Name – Update the KPI title to better reflect what is being measured.
Description – Add or refine the description to clarify the metric’s purpose.
Owner / Co-Owners – Reassign ownership or add additional collaborators.
Team – Assign or change the associated team.
Measured As – Switch between Number and Percentage (%).
Monitored As – Adjust the performance rule (for example, More is Better, Stay Between, or Just Tracking).
Data Provider – Change who enters updates when manually tracked.
Cadence – Adjust how often the KPI is updated (daily, weekly, monthly, or quarterly).
Visibility – Define who can view the KPI (Entire Organization or Custom).
Data source
Switching between manual and external - By default, KPIs are created as Manual Entry. You can switch to Automated Updates by connecting a KPI to an external data source such as Salesforce, Jira, Excel, Google Sheets, or GitHub. You can switch to Automated Updates by connecting a KPI to an external data source such as Salesforce, Jira, Excel, Google Sheets, or GitHub.
All existing historical data and update records remain intact when these fields are edited.Change the External source: Modify the KPI configuration to connect to a different external data source.